First Trust Dorsey Wright Momentum & Value ETF
DVLU
DVLU
11 hedge funds and large institutions have $20.7M invested in First Trust Dorsey Wright Momentum & Value ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
+1
Holders Change %
+10%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
PAG
1
Private Advisory Group
Redmond,
Washington
|
$2.74M |
| 2 |
2
Citadel Advisors
Miami,
Florida
|
$927K |
| 3 |
3
LPL Financial
San Diego,
California
|
$466K |
| 4 |
4
Morgan Stanley
New York
|
$98 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $14.3M | -$1.32M | -50,973 | -8% |
|
|
PAG
2
Private Advisory Group
Redmond,
Washington
| $2.74M | +$1.86M | +71,631 | +211% |
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $949K | -$240K | -9,255 | -20% |
|
|
4
Citadel Advisors
Miami,
Florida
| $927K | +$927K | +35,679 | New |
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $481K | -$6.45K | -248 | -1% |
|
|
6
LPL Financial
San Diego,
California
| $466K | +$102K | +3,940 | +28% |
|
|
AWM
7
Accel Wealth Management
Waverly,
Iowa
| $401K | -$30.6K | -1,180 | -7% |
|
8
Goldman Sachs
New York
| $351K | -$382K | -14,725 | -52% |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $96.9K | -$26.4K | -1,016 | -21% |
|
|
GRP
10
Global Retirement Partners
San Rafael,
California
| $1.27K | – | – | – |
|
|
11
Morgan Stanley
New York
| $98 | +$98 | +2 | New |
|
12
UBS Group
Zurich,
Switzerland
| – | -$17.5K | -766 | Closed |
|